VerifiedHive CRM help

The buyer's page

8 answers, under orders, mockups and approvals.

Walkthroughs for this

Answers

Does my buyer need an account or a password?

No. Their order page is on your store's own address and needs no login: the link is the key. It works on a phone too.

To protect pages whose links get forwarded around an office, tick Protect order pages with a 4-digit code in Settings, Orders. It applies to orders created after you turn it on.

What does my buyer see?

Your name and logo, the items with their mockups full size, the totals, the shipping and your terms. They type their full name, tick the box and press Approve order, or press Request changes instead and write what they want. After approving, they pay and download the invoice from the same page.

Press Preview on the order to see it as they do.

Does my buyer see VerifiedHive anywhere?

No. The buyer's page, the invoice and the vendor's page show your business name, logo, accent color and contact details from Settings, Business.

My buyer is locked out of their order page.

After five wrong codes the page closes for 15 minutes, then for longer each time it happens again (up to 12 hours), and it opens again by itself. A buyer who already opened it with the right code isn't locked out.

The code is on the order's Approval card. If the order has a note about many wrong codes, someone else may have the link: press New link.

I sent the link to the wrong person.

On the order's Approval card, press New link: the old link stops working. New code does the same for the code.

How does my buyer pay?

Once they approve, their order page shows a button to pay at your own Shopify checkout, by card or any way your checkout takes. If you give bank transfer or check instructions (Settings, Orders), they can pay that way, and you press Record a payment when it arrives. VerifiedHive never takes money itself.

My buyer can't pay online.

Online payment goes through your Shopify checkout, so an error there comes from your payment setup: check Settings, Payments in your Shopify admin. A development store only takes test payments. If they paid another way, use Record a payment on the order.

Below Shopify Plus, Shopify takes one payment for the whole balance. While a part payment recorded in the app isn't in Shopify yet, the buyer is asked to pay the rest another way.

Can my buyer get an invoice?

Yes. They download it from their order page, and you can press Download invoice (PDF) on the order any time. It shows your business details, the Terms and instructions, what's paid and what's due.

Ask the guide

A question in your own words, answered from these pages and nothing else, and you can keep asking. It has no access to any store, so ask it how something works rather than about one order of yours.

Still stuck

Email verifiedhive.us@gmail.com with your store’s address and what you are looking at.